TD Capital Management’s JPMorgan Municipal ETF JMUB Stock Holding History

TD Capital Management’s Portfolio JMUB Stock Details JMUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.64M	Buy	112,837 +23,114	+26%	+$1.17M	0.51%	40
2025 Q4	$4.53M	Buy	89,723 +1,580	+2%	+$79.9K	0.4%	42
2025 Q3	$4.45M	Buy	88,143 +14,472	+20%	+$719K	0.4%	43
2025 Q2	$3.66M	Buy	73,671 +42,571	+137%	+$2.1M	0.35%	46
2025 Q1	$1.56M	Sell	31,100 -7,358	-19%	-$370K	0.16%	53
2024 Q4	$1.93M	Buy	+38,458	New	+$1.95M	0.2%	49

Other funds holding JMUB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TD Capital Management's JMUB Position: Q1 2026 in Review

TD Capital Management increased its JPMorgan Municipal ETF (JMUB) stake by 26% in Q1 2026, buying an estimated $1.17M and bringing the position to 112,837 shares worth $5.64M. The position accounts for 0.51% of the portfolio, ranked #40.

TD Capital Management first reported a position in JMUB in Q4 2024 and has held it in 6 quarters since. 498 funds tracked by Wall St. Rank hold JMUB as of Q1 2026.

TD Capital Management held 112,837 shares of JPMorgan Municipal ETF worth $5.64M as of Q1 2026.
TD Capital Management bought 23,114 JPMorgan Municipal ETF shares in Q1 2026, an estimated $1.17M.
JPMorgan Municipal ETF made up 0.51% of TD Capital Management's portfolio in Q1 2026, its #40 holding.
TD Capital Management first reported a position in JPMorgan Municipal ETF in Q4 2024 and has held it in 6 quarters since.
498 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.